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EstateExec vs. Yourefolio

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    EstateExec

    N/A
    Small Businesses (1-50 employees)
    EstateExec is online software that simplifies the estate settlement process for executors. EstateExec helps executors streamline their responsibilities by helping them automatically track and manage the estate resolution process. The software provides step-by-step guidance customized to a user's estate, automates the estate accounting process, and gives users the flexibility to print reports, and share access with others (including their lawyer). Beyond saving time and money,…

    $199

    5 Years Per License

    Yourefolio

    Score8 out of 10
    N/AThe Yourefolio platform provides an experience for estate planners, equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete level. Yourefolio also helps foster the creation of beneficiary relationships and assists in maintaining them.

    $99

    per month

    Pricing
    EstateExecYourefolio
    Editions & Modules
    EstateExec
    $199
    one-time fee Per License
    Yourefolio Grow
    $99
    per month
    Yourefolio Practice
    $179
    per month
    Private Label and Enterprise Licensing
    Custom
    Offerings
    Pricing Offerings
    EstateExecYourefolio
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsDiscounts available for those requesting 5+ licenses
    More Pricing Information
    User Ratings
    EstateExecYourefolio
    Likelihood to Recommend
    -
    (0 ratings)
    8.0
    (1 ratings)